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A Quote custom field is information specific to your sales motion that should appear on every quote — for example, an event date, a project code, or a headcount. You define the field once in the Data model, configure it on each quote template, and optionally sync it to your CRM. This guide walks through the full lifecycle in three steps.
You must have the Admin role with Data → Read & Write authorized. CRM mapping additionally requires Developers access. See Manage roles.

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What you’ll build

In this example, you’ll add three custom fields to a quote used by an event production company:
FieldTypePurpose
Date(s) de l’événementDateWhen the event happens
Horaire de l’événementTextStart time (e.g., 16:00)
Nombre de personnesNumberHeadcount (e.g., 160)
All three will be mandatory, editable by sales reps, and displayed to the customer in the Dealroom.

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Step 1: Create the field in the Data model

The Data model is where the field’s definition lives. Without a definition, the field doesn’t exist anywhere in Qwoty.
1

Open Data model

Go to Settings → Data → Data model and click the Quote object (or its parent Template object — the data model groups quote-level custom fields under Template since templates drive quote generation).
2

Click + New

In the top right of the field list, click + New to open the field creation form.
3

Fill in General Information

  • Name: enter the human-readable label (for example, Date(s) de l'événement)
  • API Name: Qwoty generates this from the name (for example, dates_de_l_evenement). You can edit it if needed — keep it lowercase, no spaces, underscores instead of dashes.
  • Data Type: pick Date (or Number for headcount, Text for time)
4

Save

Click Save in the top right. The new field appears in the Quote object’s field list with the Custom badge and Writable API access.
5

Repeat for the other fields

Create Horaire de l'événement (Text) and Nombre de personnes (Number) the same way.
Three custom fields now exist in the Data model. Next, configure how they behave on a quote template.

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Step 2: Configure the field on the template

The field exists, but it doesn’t yet appear on any quote. You activate it per template, with three properties that control its behavior.
1

Open the template

Navigate to Templates → Quote templates and open the template you want to configure (or create a new one — see Create a quote template).
2

Find the Custom Fields section

Scroll to the Custom Fields section of the template. The three fields you just created appear, each with a toggle and three checkboxes.
3

Activate the toggle

Click the toggle next to each field name to turn it on. The toggle turns dark — the field is now active on quotes generated from this template.
4

Configure the properties

For each field, check the boxes that match your needs:
  • Mandatory — required before the quote can be saved or submitted
  • Editable by sale — sales reps can edit the value (otherwise it’s read-only after admin entry)
  • Display for customer — the field appears on the buyer-facing Dealroom
For our event use case, check all three for each field. The customer needs to see and confirm the event date, the time, and the headcount.
5

Set default values (optional)

Below each field’s checkboxes, you can enter a default value that pre-fills new quotes. Leave empty if there’s no sensible default.
6

Save the template

Click Save at the top right of the template editor.
Your three fields are now active on every new quote created from this template. The Custom Fields section shows them with input controls (date picker, text box, number input) ready for sales-rep entry.

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What the customer sees

Once a quote is published to the Dealroom, the customer sees the three fields at the top of the document, each marked with a violet Display badge: 
Nombre de personnes  [Display]    Date(s) de l'événement  [Display]    Horaire de l'événement  [Display]
160                                29/04/2026                            16:00
The Display badge confirms (in admin preview) that the field is visible to the buyer. The customer doesn’t see the badge — they see a clean list of values alongside the line items.

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Step 3: Sync with your CRM (optional)

If you’ve connected a CRM, you can map each Qwoty custom field to a CRM field. Sync runs in the direction you choose: Bidirectional, CRM → Qwoty, or Qwoty → CRM.
1

Open your CRM integration

Go to Settings → Developers → Integration and click your connected CRM (HubSpot, Salesforce, Pipedrive).
2

Find the custom fields mapping section

Scroll to the custom fields list. Your three Qwoty fields appear, prefixed with Custom: — for example, Custom: Date(s) de l'événement, Custom: Horaire de l'événement, Custom: Nombre de personnes.
3

Pick a sync direction for each field

Open the direction dropdown and choose one of:
  • Bidirectional ↔ — changes in either system propagate to the other
  • CRM → Qwoty — Qwoty receives, but never pushes back
  • Qwoty → CRM — Qwoty pushes, but ignores changes from the CRM
For event-driven fields, Qwoty → CRM is typical: the sales rep fills the value in Qwoty, and it appears in the CRM record for reporting and follow-up.
4

Select the matching CRM field

From the Select CRM field dropdown, pick the field on the CRM side that should receive (or send) the value. Only compatible field types are listed:
  • Date → Date or Date-time
  • Number → Number, Integer, Decimal, or Currency
  • Text → Text, Picklist, or Dropdown
5

Save changes

Click Save changes at the bottom of the page. The new mapping is picked up at the next sync cycle (real-time for most modern CRMs).
Your custom fields now flow between Qwoty and your CRM. Test the sync by editing a value in either app and verifying it appears in the other within a few seconds.

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Troubleshooting

Make sure you saved the field in the Data model. Refresh the template page. If the field still doesn’t appear, check that the field’s Type in the Data model is Custom (not System).
The Editable by sale checkbox is unchecked on the template. Open the template, find the field in the Custom Fields section, check the box, and save.
The Display for customer checkbox is unchecked. Activate it on the template and republish the quote — the field appears on the next render of the Dealroom.
Either the CRM doesn’t have a compatible field, or the integration’s permissions don’t grant access to it. Add or expose the field on the CRM side, then refresh the integration.
Click Save changes at the bottom of the mapping section — changes aren’t applied until you save. Then wait one sync cycle (real-time CRMs propagate within seconds).

Field properties

Detailed reference for Mandatory, Editable, Display.

CRM mapping

All sync directions and compatibility rules.

Create a Contract custom field

Same flow, applied to contract models.

Quote templates

Manage the templates where Quote custom fields are configured.